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Directing asset distribution to beneficiaries. Nominating guardians for minor children. Pour-Over Wills Pour-over wills work in conjunction with separate living trusts that direct property Combining a living trust with a pour-over will let you direct valuable asset distribution through the

From statutory durable power of attorney to healthcare directives, Kim explains the nuanced differences

documents such as a medical power of attorney, statutory durable power of attorney, and other healthcare directives consist of include: Statutory Durable Power of Attorney Medical Power of Attorney HIPAA Authorization Directive

If you have just inherited from an estate, the answers below will help guide you in the right direction

debts and taxes, and distributing the remaining property as the will (or state law, if there's no will) directs The final step in the probate process is distributing the remaining assets to the beneficiaries as directed

understanding of family assets and encouraging sound investing; talking about methods of transfer—including direct

Grandma needs to remember another option: the payment of tuition directly to the educational institution Bear in mind that the direct payment of tuition could jeopardize the child’s financial aid eligibility

This is a popular misconception; the reality is that virtually everyone can benefit from advanced planning

make sure that you have all of the proper legal documents such as powers of attorney and healthcare directives

But even if you only have a few assets, your estate plan should direct where you want those assets to Estate Planning Myth 3: “My Will Takes Care of Everything” A will is a legally-binding statement directing

Charitable Rollovers Individuals over the age of 70 may donate up to $100,000 a year to charities directly Bequest in your Will or Revocable Trust One of the simplest and most direct ways to benefit a charity

Without a plan that includes a HIPPA authorization and healthcare directives, the person that you choose